Caliber Wealth Management (Kansas)’s iShares US Treasury Bond ETF GOVT Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio GOVT Stock Details GOVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$436K	Buy	19,130 +975	+5%	+$22.2K	0.04%	198
2026 Q1	$416K	Buy	18,155 +4,352	+32%	+$100K	0.05%	189
2025 Q4	$318K	Sell	13,803 -416	-3%	-$9.63K	0.03%	212
2025 Q3	$329K	Sell	14,219 -1,598	-10%	-$36.6K	0.04%	201
2025 Q2	$363K	Buy	15,817 +180	+1%	+$4.1K	0.04%	212
2025 Q1	$359K	Buy	+15,637	New	+$354K	0.05%	184

Other funds holding GOVT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s GOVT Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares US Treasury Bond ETF (GOVT) stake by 5.4% in Q2 2026, buying an estimated $22.2K and bringing the position to 19,130 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #198.

Caliber Wealth Management (Kansas) first reported a position in GOVT in Q1 2025 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold GOVT as of Q2 2026.

Caliber Wealth Management (Kansas) held 19,130 shares of iShares US Treasury Bond ETF worth $436K as of Q2 2026.
Caliber Wealth Management (Kansas) bought 975 iShares US Treasury Bond ETF shares in Q2 2026, an estimated $22.2K.
iShares US Treasury Bond ETF made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #198 holding.
Caliber Wealth Management (Kansas) first reported a position in iShares US Treasury Bond ETF in Q1 2025 and has held it in 6 quarters since.
245 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.